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Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning

Posted on: May 23rd, 2018
In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your assets from your estate -- are determined is highly dependent on how your property is titled....

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

Posted on: May 9th, 2018
Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children, too. Unfortunately, good intentions and poor planning often have unintended results....

How to Leave Assets to Adult Children

Posted on: May 2nd, 2018
Some parents worry about leaving too much money to their children. They want their children to have enough to do whatever they wish, but not so much that they will be lazy and unproductive. So, instead of giving everything to their children, some parents leave inheritances for grandchildren and future generations through a trust, and/or make a generous charitable contribution....

Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away

Posted on: April 25th, 2018
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Protecting Your Children’s Inheritance After Divorce

Posted on: April 18th, 2018
If you are divorced, it is essential to make sure your plan works precisely the way you want. Every situation is unique, but we are here to help design a plan that achieves your goals and works for your family. Give us a call today if you have any questions....

Why Not Just Go Online and Create Your Own Estate Planning Documents Cheaply?

Posted on: April 11th, 2018
There are many software programs, as well as websites, that sell do-it-yourself estate planning documents. These websites and form creation tools seem to offer a convenient and cost-effective alternative to consulting with an estate planning attorney. But will they really meet your needs and protect your family? Is online, do-it-yourself estate planning worth the perceived upfront savings?...
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